JUMSY vs. VLVLY
JUMSY (Jumbo SA ADR) and VLVLY (Volvo AB ADR) are both stocks. JUMSY operates in Specialty Retail (Consumer Cyclical), while VLVLY operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, JUMSY returned 13.70%/yr vs 19.60%/yr for VLVLY. At a 0.03 correlation, their price movements are largely independent.
Performance
JUMSY vs. VLVLY - Performance Comparison
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Returns By Period
In the year-to-date period, JUMSY achieves a -13.46% return, which is significantly lower than VLVLY's 5.69% return. Over the past 10 years, JUMSY has underperformed VLVLY with an annualized return of 13.70%, while VLVLY has yielded a comparatively higher 19.60% annualized return.
JUMSY
- 1D
- 0.00%
- 1M
- 7.09%
- YTD
- -13.46%
- 6M
- -15.71%
- 1Y
- -11.58%
- 3Y*
- 4.17%
- 5Y*
- 16.71%
- 10Y*
- 13.70%
VLVLY
- 1D
- -2.76%
- 1M
- -3.23%
- YTD
- 5.69%
- 6M
- 6.15%
- 1Y
- 25.49%
- 3Y*
- 24.58%
- 5Y*
- 12.62%
- 10Y*
- 19.60%
JUMSY vs. VLVLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUMSY Jumbo SA ADR | -13.46% | 4.30% | 23.94% | 93.98% | 15.43% | -6.39% | -11.66% | 35.04% | -13.54% | 7.65% |
VLVLY Volvo AB ADR | 5.69% | 40.70% | -1.07% | 53.43% | -15.39% | 11.22% | 56.05% | 36.41% | -27.35% | 63.49% |
Correlation
The correlation between JUMSY and VLVLY is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2016 | 0.03 |
Fundamentals
JUMSY:
$3.65B
VLVLY:
$65.87B
JUMSY:
€3.63
VLVLY:
SEK 16.17
JUMSY:
6.59
VLVLY:
19.29
JUMSY:
0.66
VLVLY:
4.41
JUMSY:
1.72
VLVLY:
1.35
JUMSY:
2.04
VLVLY:
3.33
JUMSY:
€1.87B
VLVLY:
SEK 468.16B
JUMSY:
€974.91M
VLVLY:
SEK 114.67B
JUMSY:
€657.50M
VLVLY:
SEK 70.74B
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Return for Risk
JUMSY vs. VLVLY — Risk / Return Rank
JUMSY
VLVLY
JUMSY vs. VLVLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jumbo SA ADR (JUMSY) and Volvo AB ADR (VLVLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JUMSY | VLVLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.16 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.02 | -1.33 |
| Martin ratioReturn relative to average drawdown | -0.56 | 3.05 | -3.61 |
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Drawdowns
JUMSY vs. VLVLY - Drawdown Comparison
The maximum JUMSY drawdown since its inception was -45.41%, smaller than the maximum VLVLY drawdown of -50.35%. Use the drawdown chart below to compare losses from any high point for JUMSY and VLVLY.
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Drawdown Indicators
| JUMSY | VLVLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.41% | -50.35% | +4.94% |
Max Drawdown (1Y)Largest decline over 1 year | -37.54% | -24.99% | -12.55% |
Max Drawdown (3Y)Largest decline over 3 years | -37.54% | -26.55% | -10.99% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -39.62% | +2.08% |
Max Drawdown (10Y)Largest decline over 10 years | -45.41% | -50.35% | +4.94% |
Current DrawdownCurrent decline from peak | -28.71% | -14.02% | -14.69% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -12.32% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.79% | 8.38% | +12.41% |
Volatility
JUMSY vs. VLVLY - Volatility Comparison
Jumbo SA ADR (JUMSY) has a higher volatility of 23.11% compared to Volvo AB ADR (VLVLY) at 11.07%. This indicates that JUMSY's price experiences larger fluctuations and is considered to be riskier than VLVLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUMSY | VLVLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.11% | 11.07% | +12.04% |
Volatility (6M)Calculated over the trailing 6-month period | 58.50% | 24.92% | +33.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.72% | 32.37% | +42.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.15% | 30.57% | +24.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.83% | 32.20% | +28.63% |
Dividends
JUMSY vs. VLVLY - Dividend Comparison
JUMSY's dividend yield for the trailing twelve months is around 4.34%, less than VLVLY's 4.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JUMSY Jumbo SA ADR | 4.34% | 1.84% | 5.50% | 11.61% | 7.83% | 5.57% | 5.60% | 2.79% | 1.06% | 0.83% | 3.32% |
VLVLY Volvo AB ADR | 4.48% | 5.27% | 7.14% | 5.04% | 7.66% | 12.75% | 5.59% | 6.50% | 4.10% | 1.94% | 3.17% |
Financials
JUMSY vs. VLVLY - Financials Comparison
This section allows you to compare key financial metrics between Jumbo SA ADR and Volvo AB ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
JUMSY vs. VLVLY - Profitability Comparison
JUMSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported a gross profit of 381.34M and revenue of 730.18M. Therefore, the gross margin over that period was 52.2%.
VLVLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a gross profit of 28.72B and revenue of 110.77B. Therefore, the gross margin over that period was 25.9%.
JUMSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported an operating income of 237.99M and revenue of 730.18M, resulting in an operating margin of 32.6%.
VLVLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported an operating income of 10.95B and revenue of 110.77B, resulting in an operating margin of 9.9%.
JUMSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported a net income of 201.62M and revenue of 730.18M, resulting in a net margin of 27.6%.
VLVLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a net income of 8.32B and revenue of 110.77B, resulting in a net margin of 7.5%.
Frequently Asked Questions
JUMSY and VLVLY have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JUMSY has higher volatility (23.11%) compared to VLVLY (11.07%). In terms of maximum drawdown, JUMSY dropped -45.41% vs VLVLY's -50.35%.
VLVLY currently has the higher Sharpe Ratio (0.79 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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